Who we are:
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals.
Our people are at the heart of our success. At CG, you will be part of a team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking, and empower our employees to contribute meaningful work in an environment that is professional, supportive, and focused on delivering exceptional results for our clients.
About The Role:
Canaccord Genuity Corp., our Canadian operation, is hiring an organized, detail-oriented Administrative Assistant for Silverberg Capital Management in Waterloo. Led by established Senior Wealth Advisor and Portfolio Manager Shane Silverberg, this growing team delivers personalized wealth management strategies, services and solutions to individuals, families, business owners and not-for-profit organizations, focusing on capital preservation, income and conservative growth. You will use your exceptional multitasking and interpersonal skills to build and maintain strong client relationships.
Responsibilities:
- Provide day-to-day administrative and special project support to Investment Advisors, managing multiple priorities effectively.
- Answer calls, respond to client inquiries and email client information, providing professional, efficient service while maintaining confidentiality.
- Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts.
- Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets.
- Prepare new account applications and KYC updates, and process and follow up on documentation to maintain client accounts.
- Process expense reports in a timely and accurate manner.
- Maintain account lists, databases, records and other documents, and compile statistical information and reports.
- Support Investment Advisors in building client relationships and a sustainable wealth management business.
- Assist with processing and confirming client transactions, provide quotes and execute trading orders as needed.
Skills & Qualifications:
- Over 1 year of administrative experience.
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills.
- Ability to demonstrate a high level of discretion and confidentiality.
- Detail oriented with strong organizational skills.
- Excellent prioritization skills with the ability to excel under pressure.
- Ability to work independently, and effectively with employees and clients at all levels.
- Strong proficiency in Microsoft Word, Excel, Outlook and PowerPoint.
Nice to Have:
- Familiarity with Dataphile, Envestnet, Salesforce or netx360 through practical use.
- Experience in banking, securities or brokerage, or broad, applicable knowledge of the securities industry.
Work Arrangement:
This role is expected to be in-office to support collaboration, team connectivity, and day-to-day business needs. The successful candidate should be comfortable working on-site on a regular basis, with any flexibility determined by the nature of the role, business requirements, and manager approval.
Total Rewards:
The expected base salary for this role is $50,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications. In addition to base salary, Canaccord Genuity offers a competitive total rewards package, which may include:
- Performance-based bonuses, health and dental benefits offered through Manulife, and paid time off.
- An Employee Stock Purchase Program with employer stock matching and additional employee benefits designed to support overall well-being.
- Education reimbursement to support continuous learning and future career development.
At CG, we are committed to fostering an inclusive, accessible, and respectful workplace where diverse perspectives are valued. We welcome applications from all qualified individuals and will provide accommodations throughout the recruitment process upon request.
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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
Protecting your online safety:
Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
